>> thank you, ray. we love you. tomorrow, you should stay for our guy's tell-all panel. >> and hulk hogan is coming. >> he's been a naughty boy. and the harlem i'm jim cramer and welcome to my world. >> you need to get in the game. >> he's going out of business and they're nuts. they're nuts. they no nothing. >> i always like to say it's a bull market summary. "mad money," you can't afford to miss it. hey, i'm cramer, this is "mad money," welcome to cramerica you got a real steamer on our hands, red hot ipo coming later this week. the biggest ipo since facebook. but unlike facebook, i want you so call me at 11-800-743-cnbc. in on this one, it's going to give a big pop on the first day of trading. oh, we saw it big today, dow i'm talking about workday that sliding 27 points, s&p giving up .35%. will trade under the symbol nasdaq losing 6.3%. wday.

it has spoken about it as if it that something is that the u.s. is the next sales force.com. has become important again. crm. stock you may think does nothing now, but was hot as a pistol for there are plenty of days where we can come in here and note that our s&p futures are down multiple years, i like workday big because spain has a problem has a lot in common with other or china's economic growth is high-tech ipos that have made slowed. people a lot of money in 2012. we can keep pondering what specifically it's a software is happens if the haves and the a service company, the same business force as sales for.com have not nations of europe. except that sales force.com we can sweat the program of every single disapointing piece provides people with sales and of chinese data. service, workday is focussed on or we can recognize that the united states is starting to what is known as interprice become the more dominant market resource management. on the earth. instead of buying software and installing it on their own hardware, they go to cloud-based today is the perfect example. software. payroll, procurement and employee expense management. we woke up to news that once again, some data point from it sounds like incredibly boring china showed a further decline back office stuff.

and that clearly faltered the economy. then that negativity was tossed to europe. by storing the software on the cloud, they no longer need to will spain take the bailout or buy expensive servers. not? it's the european spinoff of deal or no deal. i know this, people it does save companies money. by the time we get to our and that's why this company has market, i saw this morning at been so successful at a time 4:00 a.m., we were looking down when businesses are trying to substantially. eight of us on world bank survey. cut costs and not add workers. i have to admit that when i the global market is worth 39 heard the litany, my first reaction was, oh, here we go again. billion in 2011. get ready to baton down the hatches because of the chinese slow down and the european workday should be able to stalemate. i tweeted just that at 4:15. i said here we go again, get ready. up a larger and larger piece of management. but the more i thought about it, they don't save you money, so the more i realized, are you kidding me? workday is in a red hot space, it's the first ingreed yentd of this again? a successful ipo, second these two headlines? ingredient, company is growing are they even headlines? when they were first in the like a weed. news, they were clearly right now workday has 340,000 disruptive forces, just customers. terrorizing. even though the companies lose

they stayed that way for many, money, last year it's revenues many months. increased by 98%. and while workday's losses are but somehow the immediate market is graduated from them. getting larger over time, i know that's going to be a tough one for you to swallow. sure enough we opened down all they're investing in the week. but then we spent the rest of the day trading higher. business to fuel additional it was a clear win for the growth down the road. bulls. the important thing is that here's why, last year at this workdays are indeed costs of time a european debt crisis was really coming to the fore. and -- first six months from and here in this country we were february to july. called flat foot. down from 50% from the previous we have had so many companies year. plus in the way this quarter, workday's revenues were actually up, more than 100%. 100%. that you know you have to be they're accelerating. clubbed viciously by their crisis. i don't have any like this. we just weren't ready for it. plus at the time the europeans didn't have a clue of about how workday was founded by david to deal with the problems. we know they were taken totally dufffield, and they ran people by surprise over there because soft before oracle bought the those morons were still raising company in 2005. interest rates when it happened. meanwhile we knew china only as an engine of all global growth and the decline in their economy was shocking. now let's move one more.

this company reminds me of guide as hard as the spanish situation wire. is, the europeans approached it i didn't think this thing was in retrospect brilliantly. going to stay this hot. with a highly criticized strategy, they chose to kick the it shot up 32% on its first day. a lot of them failed after that, can down the road. but then rallied 145% in the past year. how about the palo alto how many times did you hear the europeans were foolish enough to think that anything could be solved by kicking the can down networks, it spiked 34% on the the road. first day and it's now giving you a 48% gain since the ipo. remember this is always scorned, by the way if you still own palo the strategy of kicking the can alto, bring the register and put down the road. it toward workday. guess what? how do you play workday, after what happened with guide wire you know why our stock market could advance during the kick and palo alto, we're going to be the can period? a little bit more giving, a because the strategy bought little bit more price sensitive. time. our industrials pull out of the stock -- i think it's going there pretty consistently. to price higher than that because the story is so hot. at the mid point of that range, trading would be 18 times earnings, no sales. in fact all of the -- by the way, that is why ford and gm, they are still horrible. we got to use sales instead of earnings right here. they didn't take advantage of it doesn't have any earnings

the kicking down the road. because i know this market wants companies that have this kind of kicking the can bought so much growth. time they don't expect many 18 times sales is incredibly expensive. american companies to use europe as an excuse when they begin their reporting tomorrow. i think they'll just ignore it. plus the ones that did a lot of workday sales are growing at 100% clip and cause managers to business in europe, like pbh, salvate at this one. this is the one they keep telling me they want a piece of. they have built a -- remember, sales force.com trades at nine with those countries have done times sales. quite well and more often than this is so much more expensive. not, those companies are shows double digit gains, i show three cheers for can kicking. who knows what would happen if palo alto networks trades at 45 anything good came out of times sales. europe. paying 18 times sales to get in same in china. on a workday ipo, not only makes sense, it's too darn cheap now that china as slowed, how versus those players, even though it's more expensive many have been hurt? versus google or apple. i found myself talking about it on "squawk on the street" today, i would pay much more than that given this growth rate. when i hear china's weakness, i got to have some parameters, i fear this will double that number and paying 36% sales just the ones trading directly with doesn't make sense to me.

china these days, seven companies, it's crazy how little this is a classic ipo trade, the impact it has anymore. game plan is very simple. you call your broker, you ask to but that again is a combination get in on the workday deal. of two things, one that most u.s. company don't have much of some of the discount brokers are a toe hold in china to begin not going to let you in on it at with, sobering, isn't it? all. and two that we aren't an you can buy workday on the after market, which means after it stars 20 times 50. if you can't buy it 27.50 or industrialeconomy. less, we blew it. we can talk a big game and worry about china, but we always bounce back and we bounce back quite quickly because it means so little to the vast majority of our companies. we have taken it back in style. if we leave out this newfound as i believe this stock could international relevance, kick keep climbing, perhaps until it hits the mid 30s. i just don't want you paying in the can strategy, okay, hey, get the 30s because i fear your upside will be capped and we'll back in here. have a real bad day. come on, jim, this is like all you belong in here. the rest of them. just look at the s&p 500's guide wire and palo alto biggest gainers today, try to cross reference with china. networks, they had the makings of the the ipo.

this one is like that. just remember that those initial public offerings were trades too, not investments unless you netflix, second car max up $2.67, 9%. can get them at the right place. for workday, that price is the domestic auto market is up $27.50 and not a penny more. 6.7%. we know that the big boys are going to get a meal. when cliff's national resources, up the $2.20. so here's the bottom line, we want to own some workday. any bad news this china is only so that we'll be able to sell it to growth funds desperately on hopes of rate cuts. needing additional stock to have enough to make up a meaningful position in their funds, as with all of these high fields, we do need to maintain some discipline. marathon petroleum, the as for 20% of sales, i don't refineries, it was up 3.0 $5, they buy it cheap at the well think it's -- if it exceeds $27.50, we're going to have to head and sell it inexpensively let other people make what will at the pump. end up being the hard money. the company may have struck gold with an anti-alzheimer's drug. >> coming up, up, up and away? it can still pack a punch,

amazon has already sold almost 50% this year and google is up over 15%. 3.5 -- he's going to point that up only .60 when they groek the story. it was midday in the session. but could these two market leaders continue to climb? do you think it matters now? or will they fall back down to earth? i mean get read, six pets smart. don't miss cramer's take. nothing to do with europe and questi? china. ordination, 3% of gain. eighth u.s. deal jumping 2.7%, despite weakness in earnings. ambercrombie all u.s. companies all rallying despite spain and china. let's face some facts here, these gains are the result of a fantastic kick the can strategy, i know it's been -- kicking the anyone have occasional constipation, cans allow uses here in the diarrhea, gas, bloating? yeah. one phillips' colon health probiotic cap each day helps defend against these digestive issues u.s. -- these may be caught in the maelstrom i saw this morning with three strains of good bacteria. at 4:30 a.m. approved! [ phillips' lady ] live the regular life.

phillips'. the europeans have given up the most bountiful strategy possible. throughout our lives. one a day men's 50+ is a complete multi-vitamin i say china keep up the bad designed for men's health concerns as we age. work, and europe keep kicking, and one day we'll be able to it has more of 7 antioxidants asterisk you entirely. to support cell health. one a day men's 50+. >> john in california. syou know, i've helped a lot off people save a lot of money. >> caller: hey, jim, boo-yah from california. but today...( sfx: loud noise of large metal object hitting the ground) >> what's up? things have been a little strange. (sfx: sound of piano smashing) >> caller: we love the way you sleep in cars out here. >> it's a little nasty, your roadrunner: meep meep. place or mine, you ever had to meep meep? work? >> i got raitton and i have had (sfx: loud thud sound) it for a while and i just want what a strange place. to know with what's covered up geico®. fifteen minutes could save you fifteen percent or more on car insurance. in the future, is ray theon the way to go. >> you what romney talking about wanting to spend more in defense. if you think that president obama is going to be re-elected. you don't want to be in ratheon,

you're going to have to do a little selling. >> caller: i see that united health care purchased 90% of the brazilian health care companies down there, what do you see their stuff going from here and what do you think if romney's elected president? >> it's not as good if romney's elected president. because what happened is the health companies they went all in under obama. they did win. unh goes higher with president obama is re-elected. if you loved playing kick the can as a kid, as i did, you should have adored as an investor in an industrial based company, the kick the can every year in the fourth theory, our stocks go higher. quarter there will be a group of

coming up, ipo stud or dud. stocks that bulls say they can do no wrong. which stocks exactly? but does this cloud play offer what we see time after time is enough profit to bring investors that the growth oriented fund back to the table. managers will keep buying the find out when you get to know best performing momentum stocks this ipo. practically nonstop for the next and later, up, up and away? three months and these guys will take any stocks. amazon has already sold almost 50% this year and google is up over 15%. how much money these fast growers can make down the road. 2015, 2016, maybe even 2017. but could these two market leaders continue to climb? i have always hated playing this game. or will they fall back down to earth? don't miss cramer's take. every year there's money to be plus, healthy dividend? made by anticipating those moves. medical properties trust owns care facilities nationwide, as affordable care makes political headlines. does this mean give your performer a -- as cramer sits down with a ceo just ahead. all coming up on "mad money."

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[ female announcer ] and try aleve amazon's like a bulldozer for relief from tough headaches. [ female announcer ] and try aleve new pink lemonade 5-hour energy? 5-hour energy supports the avon foundation practically putting bricks and for women breast cancer crusade. mortar retailers out of business everywhere on the earth. so i can get the energized feeling i need and support a great cause? i'm sold. pink lemonade 5-hour energy? plus the company has moved beyond retail. yeah and a portion of every sale goes to the avon amazon now is a big cloud business, it's selling it's own foundation for women breast cancer crusade. hardware like the kindle. i'm sold. new pink lemonade 5-hour energy. get the alert, energized feeling you need and support breast cancer research and access to care. remember amazon's built this mike's being healthy and chewing like a man. amazing network of winter houses introducing one-a-day vitacraves for men! it's a gummy multivitamin... with more vitamin b, to convert food to energy, and helps to -- it is the and help mike do manly things, like wrestle bears and take out the garbage. new one-a-day vitacraves for men. dominant servicer of all internet retail commerce. it's not for colds, it's not for pain, it's just for sleep. because sleep is a beautiful thing. ♪ even though amazon controls all zzzquil, commerce in the united states.

the non-habit forming sleep-aid from the makers of nyquil. i think, commerce is -- when you look at total retail sales, amazon.com, it's so much more vintd to buy things from amazon. amazon is fabulous, led by it's great banner and ceos. the latest quarter, 28% rise in revenues, the company comes in much better than expected. all those buildings, all those warehouses, we don't normally worry about margins with am son. the fact that they beat wall street's -- the stock hasn't stopped climbing.

how can the managers stop paying for the stocks this year. the growth oriented managers are -- how much amazon can earn two, three, four years down the road. right now the consensus for amazon to earn in 2013, 2014, is $7.30. that seems a lot less expensive when you think that amazon's trading at $13.08. you got to look at those out years, that's why they don't seem absurd to these guys. how about the other tech stock that's been anointed toward the fourth quarter. google. more than 66% of queries in the united states, 75% of search --

now of course we are seeing a big migration in all of my -- google owns mobile. here in america, more than half of the smart phones run on google's operating system. unlike so many other -- hey, hint, facebook, google call it coming and they have been giving away the android operating system for yearing. google's business sells mobile display ads, last year they captured 51.56% of the market. and google bought motorola. and on top of everything else, google as -- and they own youtube. see all those new tv shows popping up on youtube? i think that percentage goes bigger going forward. and that's just in the going

forward business. google is truly a -- international sides of business growing rapidly. google is a thing of beauty. no debt. i am also a believer in management. i remember when co-founder larry pace took over in december of 2011. the guy's done a great job, extreme lining the company. even though google is the $758 stock. but google gets insanely cheap. 20 times the numbers. here's the bottom line, google and amazon have been anointed. so believe me when i tell you that growth center managers are

going to keep buying global management stocks, i say to try to go out three months from now, maybe four, that's the strategy i had voe cat getting back to even and actually having going it. why this way? because funny thing about momentum, if it does reverse itself, if something disappointing happens, these two things become the -- allow you to capture the run to your end, but if something goes awry, you'll be stopped out at a level that will be far higher than where a blown up momentum stock will ultimately fall. >> hey, jim, i want to ask you about netflix, it's an aggressive part of my portfolio, i bought it at $8.65. >> there's a lot of people who have to say that netflix just got too beaten up.

i subscribe to the $100 stock. but i would only do the stocks in calls, i would not do it in common. this could be like green mountain if they screw it up. green mountain being the poster boy of what you don't want to happen. let's go to gary. >> caller: me and my father we follow the market closely and we never miss your show. >> thank you. >> caller: our concern is a company called life lock, you would think that this would be a safe investment. but the ipo so far has been a disappointment. i have two questions, one what happened to the stock and should we buy more, hold or sell? >> look i think that position is the technology stock that's really the consumer play. the consumer as people look at this company, it will not be spending as much on this company as they might in some other security.

i met with adt today, that company has much better security, if you want to mix apples to oranges in the security sector, i like adt. if you can't beat the big boys, you got to join them. amazon and google all week i will have two a day that are the anoints ones. don't move, the lightning round is coming up next.

it is time for the lightning round. >> are you ready. the lightning round. we'll start with derick in new jersey. >> caller: boo-yah, jim bow. i download your pod tests every day and listen to them during my morning commute. the stock i want you to ask you about is equinox. >> i don't expect it to come in between now and tend of the year. >> i want to buy eclipse national resources. >> if it goes up again tomorrow, we'll follow up, because you know what? the funding still aren't there.

>>let go to phil in wyoming, phil? >> i would like to know what your thoughts are on dog resources. >>they have the -- let's go the steve in wisconsin. >> i'm interested in a again >> we like hot spirit. let's go to david in michigan. >> caller: hey, jim, i'm a big fan how are you doing? >> i'm good, how are you? >> caller: good. i want to see where navagold. >> i prefer the gld if you want to own cold. i felt that the company on p

friday, on a same storm, i think they're a little aggressive. if gold really plummets, those people will stop drilling. be careful. let's go to bo in kentucky. >> caller: thanks for taking my call, i love your show. >> that's why i worry about it. let me add another thing e this is a company that people only buy on a takeover basis. i recommend them on a fundamental basis and i don't see any fundamental basis. let's go to greg. >> caller: how do you like crest core, they basically blew it. now they added this dif denlt and that's krisk but they were not as -- let's say they really made you feel great about the

situation before they should have. let's go to sam in missouri. >> caller: quick question, ofur. >> everybody's selling it off now, all the anticipation is gone, i like the stock, i think's cheap. robin in california. >> let's go to ricky in florida. >> caller: hey jim cramer, i want to wish you a big boo-yah. i want to know how do you feel about egarx. >> that stock doesn't come in and when it does come in, i need you to pull a trigger. can i go to marilyn in pennsylvania. go ahead, marilyn. >> boo-yah to you, jim cramer. >> nice.

>> i'm in my 80s, and my certificates of deposit paying 5% are maturing. >> right, they're rolling over. >> what do you think of johnson and johnson? >> think that is ideal. one of the great balance sheets in the world, with tremendous opportunity, new management. i think that j and j is for you. that is the conclusion of the lightning round. >> the lightning round is sponsored by tv ameritrade. what's more beautiful than a covergirl? two covergirls.

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i wants to introduce you to one of the highest yielding companies left in this market.

even if you're hitting a 52-week high today, npw who owns properties all over america. company is a bit of a tough history. reduced the dividend in 2008 as so many other investment trusts had to. stock is only breaking out tonight. but it seems like they have really gotten everything in order as the giant distributions now covered by the company's funds from operations, something that wasn't always the case. made a host of acquisitions. close at $11. so let's talk to edward alda who's the chairman and ceo of medical properties trust. how are you sir? >> i'm doing well. >> have a seat. >> good to see you. >> it looks like that things are really coming together for you.

you have now seem like it's pretty fully invested. >> what's the next thing for you. a lot of the other reits that are out there, we never suffered from a cash flow issue. we went from a ratio of 3.5 times to over 5.5 times now. we raised got a billion dollars in capital in the last four years. we have got about $400 million remaining under our revolver. we've got about $200 million we expect for the remainder of this year. so where are we are is that we expect to continue the growth for where we are for this particular year, which is about $800 million in acquisitions. >> it eseems like it does not weigh with the political wind, the debate doesn't seem to

matter if romney wins or obama wins. >> if you look at the history of this country, it doesn't matter who the president is going to be, we're going to have hospitals regardless of whether it's romney or whether it's obama. so we're in a very good position throughout the election and beyond. >> are you the only publicly traded guys within this sector? >> we're the only ones that focus exclusively on hospitals. >> are there any hospitals left that would want to do a deal with you? do they understand your model? >> there are a lot of hospitals the market is huge out there. there's about a half a trillion dollars of available hospital outlets out there. the pipe like is huge we think that 2013 will be another big

growth year for us. >> you didn't deal with september, this was your most recent lelease. it was one for st. vincent health, explain what happens, you buy that hospital, then what are the next steps? how does that become a creedo door your shareholders? >> that particular hospital we actually have st. vincent's that came up and is actually managing that particular hospital for us. the $400 million acquisition of a company called earnest health. we did 300 million with the real estate. 100 million dollars from the operating company's stands point. from that particular company, if you look at us being able to acquire all of their real estate. where they can get operating margins in the tie teens and 20s. >> you're being able to borrow money at 5% or 6% which is pretty amazing. but if you did an equity deal, would you be able to borrow at 4% and then really be able to cleanup?

in other words make it so that the shareholders would benefit immediately from an equity gift. >> if we did 100% equity deal, we're buying properties at a 10% cap rate. so our spread is huge, we wouldn't do, like you said, but if we did an all equity deal, it would be from the start. >> can you begin to raise that distribution to where we think it could be 7%, even if the stock goes to 14? >> you talked about that earlier, where we want our payout ratio to be is in the 75% to 80% range, we're almost there now, when we get to that point, the board has said that we'll look at raising the dividend. >> you're the hardest one to follow. i'm trying to get you on the show the whole time, because i don't have any 7% anymore that i can believe in. 7.3% yield, improving balance sheet.

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we make a huge deal out of this employment number, don't we? and i can understand that. but when it comes to numbers that should matter to the stock market, it's hard to beat the urge of what we get tomorrow night from alcoa. i know i talked last night about alcoa and their miserable first quarter. because it is the loan standout of the season, it can be a backdrop for at least a day's

worth of chatter. how unfair that this stumble bum set the tabloid. now you may not like how alcoa does, but if it's bad, it's no longer alcoa's fault. that way i will cause my own prompter of worldwide growth. consider what alcoa plays in. alcoa is the aerospace. and 1 million alcoa screws go into a 747. second aluminum is the usual material for parts of trucks. alcoa is in all of them.

third construction, you need -- commercial construction uses a huge amount of -- it's commercial construction, and this is the worth of business for alcoa. let's alcoa tell us if it's for real. and we have a tremendous amount of switching. there's no really way to judge this stuff. we will get a read on one of the most important seculars that are now in place. finally aluminum, courtesy of steve jobs has become an important part of the technology food chains, that plus bottles and cans and wrap. alcoa also makes the raw part of the aluminum chain.

financial interests and hedge funds dominate that market. in part also because hedge funds keep banging down the stuff. if the chinese could simply cut back their own use of their own dirty smellers and use alcoa's imports. alcoa will give us a huge and important statement about where the world is heading. don't dismiss it. without any chance of the alleged shenanigans we heard way too much about on friday. new pink lemonade 5-hour energy? 5-hour energy supports the avon foundation for women breast cancer crusade. so i can get the energized feeling i need and support a great cause? i'm sold. pink lemonade 5-hour energy? yeah and a portion of every sale goes to the avon

foundation for women breast cancer crusade. i'm sold. new pink lemonade 5-hour energy. get the alert, energized feeling you need and support breast cancer research and access to care. begins with back pain and a choice. take advil, and maybe have to take up to four in a day. or take aleve, which can relieve pain all day with just two pills. good eye.

moving average. as if somehow the company that steve jobs created is entirely

dependent on a chart. if you leg into something, you know my view about apple, it's an investment, not a trade. people keep telling me how do i trade apple? i say you don't, you own it. my travel trust owns it. my charitable trust owns it.